Privacy Policy

1. Who we are

RJD Tax Ltd (“we”, “us”, “our”) is a UK-based tax advisory firm providing personal tax, trust tax, residency, domicile and related services. We are the data controller for the personal data we process.

Contact details:
– Email: rjd@rjdtaxadvice.com
– Registered office: 3rd Floor, 86-90 Paul Street, London, England, United Kingdom, EC2A 4NE
– ICO Registration No: ZC042700

2. The personal data we collect

We may collect and process: – Identity data (name, DOB, nationality) – Contact data (address, email, phone number) – Tax information (income, gains, residency details) – Financial information (investments, structures, accounts) – Documents for identity verification and AML – Communications between you and us – Professional adviser details (lawyers, bankers, wealth managers)

3. How we collect your data

• Directly from you via forms, calls, meetings or emails.
• Through our website enquiry form.
• From referral partners or professional advisers.
• From public sources such as Companies House.

4. How we use your personal data

We process your personal data in order to: – Provide tax advisory and compliance services – Prepare and file tax returns – Verify your identity and comply with AML regulations – Communicate with HMRC on your behalf – Respond to enquiries and manage client relationships – Maintain internal records and business operations

5. Lawful bases for processing

We rely on the following lawful bases under the UK GDPR: – Contract – to provide our services. – Legitimate interests – to manage our business and communicate with clients. – Legal obligation – AML checks, tax compliance and statutory requirements.

6. Sharing your data

We may share your personal data with: – HMRC and other UK authorities – Our secure software providers (e.g. Microsoft 365, CRM, tax software) – Professional advisers where required (lawyers, accountants, wealth managers) – External compliance providers for AML checks

We do not sell your data.

7. International transfers

Some service providers may store data outside the UK. When this occurs, we ensure appropriate safeguards (e.g. UK Addendum to SCCs).

8. Data retention

We retain personal data for the longer of: – 7 years after the end of a client engagement; or – As required by law or professional regulations.

9. Your rights

You have the right to: – Access your personal data – Request correction or deletion – Object to or restrict processing – Data portability – Complain to the ICO (ico.org.uk)

10. How to contact us

If you have questions about this Notice or how we handle personal data, contact us at:
rjd@rjdtaxadvice.com